ExperienceSince 1982 (44 years)Registration #000264139Postcode3564
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1988 (38 years)Registration #000277457Postcode3564
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1989 (37 years)Registration #000231344Postcode3564
Bachelor of Business (Accounting)Financial Planning SpecialistMargin Lending and Geared InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001002770Postcode3564
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1997 (29 years)Registration #000224136Postcode3564
Diploma of Financial PlanningBachelor of BusinessMargin Lending and Geared InvestmentsSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001003970Postcode3564
Advanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2000 (26 years)Registration #000231347Postcode3564
Bachelor of BusinessCertified Practising AccountantMargin LendingPractice of Risk Management (PRM)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000260278Postcode3564
Master of Business AdministrationSelf Managed Superannuation FundsDiploma of Financial Services (Financial Planning)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001008791Postcode3564
Bachelor of CommerceCertified Financial Planner CFP 1, 2 & 4Ethics for Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000409876Postcode3564
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics for Financial ServicesGraduate Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000425320Postcode3564
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending (928S)Diploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000468515Postcode3564
Diploma Of Financial Services (Financial Planning)Advanced Diploma Of Financial PlanningCertificate IV in Finance and Mortgage BrokingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001244432Postcode3564
Bachelor of Business (Accounting)CAAccountants SMSF PackageFPC002B Ethics and Professionalism in Financial Planning
Superannuation
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Registration #001317395Postcode3564
BusinessFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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